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Wealth Management Advisor

2 months ago

Red Hook, New York, United States Advisor Launch Lab Full time

Wealth Management Advisor Role

Compensation Range: $80,000-$100,000 DOE plus profit sharing opportunities

About Our Firm:

Advisor Launch Lab is a collaborative team associated with a specialized Registered Investment Advisor firm, situated in a picturesque region. We are currently in search of a knowledgeable Wealth Management Advisor (CFP designation preferred) to enhance our client-centric team.

Key Responsibilities:

  • Engage in client consultations and deliver comprehensive financial strategies
  • Guide clients through the financial life planning journey
  • Develop cash flow analyses and financial roadmaps
  • Execute financial strategies and perform portfolio assessments
  • Collaborate with team members to monitor client progress and manage workflows

Required Qualifications:

  • 3-5 years of experience in financial services
  • Bachelor's degree in a relevant discipline
  • Familiarity with financial planning software such as eMoney and Money Tree
  • Possession of Series 65 or CFP certification
  • Excellent communication abilities
  • Legally authorized to work in the United States
  • Ability to pass a background verification

Employee Benefits:

  • Attractive salary with profit-sharing plan
  • Two weeks of paid time off, 12 paid holidays, and 5 sick days
  • Company-sponsored life insurance and medical stipend

Application Process:

- Please submit a cover letter outlining your motivations for applying, experiences with challenging client scenarios, and salary expectations.

- Attach your resume as a single PDF document.

- Applications will be accepted until the position is filled.